Are REITs Right For You? Presented by Pete Mitchell

What is a REIT? A real estate investment trust (REIT) is a real estate investment company that manages a portfolio of income properties, distributing the lion’s share of its profits as dividends. By getting into a REIT, you can gain an ownership interest in prime commercial real estate … without the headaches of commercial real estate management.

Are Women Investing Enough – Presented by Pete Mitchell

Taking control of your financial future may be even more important for women than it is for men. Here’s why women need to invest and save actively.

Do Your Investments Match Your Risk Tolerance?

DO YOUR INVESTMENTS MATCH YOUR RISK TOLERANCE? Now is a good time to examine what’s in your portfolio. The stock market is unsettled … and perhaps its fluctuations are unsettling you. It’s a stressful time for the economy and Wall Street, and you may be concerned about your portfolio given what’s going on with oil [...]

Time to replace the 401k – Presented by Pete Mitchell

In fall 2009, TIME Magazine raised eyebrows with a cover article called “Why It’s Time to Retire the 401(k)”. Author Stephen Gandel, the magazine’s senior economic writer, argued that 401(k)s, 403(b)s and IRAs had proven themselves “a lousy idea, a financial flop.”

Pete Mitchell’s Immediate Annuties

Nobody wants to outlive their money. In fact, somebody recently asked me, “How do I organize my money so that I spend my last dollar on my last day of life?”

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